Daily reconciliation (not monthly), duplicate charge detection saving $2-5K/month, 90-day cash flow forecasting.
Your books are a mess and you know it. Transactions from Shopify payouts, Stripe processing fees, supplier invoices, ad spend, and operating expenses pile up in QuickBooks or Xero, and nobody categorizes them consistently.
Bank reconciliation happens monthly, maybe, and by the time your part-time bookkeeper catches a duplicate charge or unauthorized transaction, the dispute window has closed. Accounts payable is a mental to-do list. Supplier invoices sit in your email, and you pay them when you remember, or when the supplier sends an angry follow-up. Accounts receivable for wholesale orders is even worse: outstanding invoices go uncollected because nobody has time to send chase emails. Cash flow forecasting does not exist; you check your bank balance and hope the math works out.
The part-time bookkeeper you hired helps, but they work on a monthly cycle. They reconcile last month\u2019s transactions, produce last month\u2019s P&L, and hand you a report that is already 4-6 weeks stale. By the time you spot that your COGS spiked, the damage is done. By the time you notice that monthly burn increased, you have already committed to next quarter\u2019s POs.
Priya is your AI Bookkeeper. She categorizes transactions daily, reconciles your bank feed every morning, flags unmatched charges by 9 AM, and sends you a Slack alert the moment she detects an anomaly, like a duplicate $2,340 FedEx charge with the same tracking number. At 5 PM, you get a daily financial snapshot: revenue, expenses, net, cash balance, and a 90-day runway projection. Your CPA gets a quarterly package with everything organized and ready to file.
That is why you need Priya.
Each step is automated. Priya only escalates when human judgment is required.
Priya categorizes all overnight transactions from Shopify payouts, Stripe, and operating expenses into QuickBooks/Xero with consistent chart of accounts mapping. Shopify revenue is broken down by order, not just lump-sum payouts.
Priya reconciles yesterday’s bank feed against expected transactions. Matched items are auto-confirmed. Unmatched items (unknown vendors, unexpected amounts, subscriptions not in the budget) are flagged and sent to the founder via Slack with one-tap categorization options.
Priya sends an immediate Slack alert with full details: both charges, dates, amounts, and tracking numbers. For duplicates, she drafts the dispute email and presents [Dispute] [Ignore] [Investigate] buttons.
Priya sends payment reminders 3 days before due dates with the invoice amount, vendor name, and a one-tap approval to schedule payment. For overdue invoices, she escalates with late-fee risk and relationship impact context.
Priya initiates an automated chase email sequence: friendly reminder at 7 days, firm follow-up at 14 days, final notice at 21 days. The founder is notified if the balance exceeds a threshold or the customer is a repeat offender.
Priya sends a daily financial snapshot: today’s revenue, expenses, net margin, current cash balance, monthly burn rate, and 90-day cash runway projection. If a large upcoming expense (seasonal POs, annual subscriptions) will impact runway, she flags it with a specific date and amount.
Clear boundaries. Priya works autonomously within defined limits and escalates everything else.
Priya connects to the platforms you already use. No new software to learn.
Priya is deployed gradually with measurable checkpoints at every stage.
Monitoring mode first, then gradual rollout.
Pilot starts with transaction categorization only. Week 1-2 Priya categorizes all incoming transactions and the founder validates against their own judgment, correcting any miscategorizations to train the system.
Full validation before production deployment.
These AI employees share data and coordinate with Priya to cover your full operation.